Wealth Management Assistant

7 days ago

Baton Rouge, Louisiana, United States Hibernia Wealth Management Full time
Job Description

We are seeking a highly organized and detail-oriented Administrative Assistant to join our team of Wealth Advisors at Hibernia Wealth Management. As an entry-level position, this role will provide an opportunity to learn the basics of our industry, how we operate as a firm, and support the advisors in their everyday tasks.

Key Responsibilities:

  • Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, and answering inquiries.
  • Organize, coordinate, and maintain all client paperwork, ensuring accuracy and confidentiality.
  • Correspond with clients to complete new accounts, asset transfers, and other forms, providing exceptional customer service.
  • Handle routine matters for client accounts, including processing name and address changes, account applications, and bank authorizations.
  • Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed.
  • Ensure office procedures are followed, maintaining a high level of professionalism and integrity.
  • Record all transactions on appropriate logs, ensuring accuracy and compliance.
  • Set up files correctly and obtain necessary information, maintaining a high level of organization.

Requirements:

  • Previous experience in the financial services industry, preferably in an administrative role.
  • Excellent communication and interpersonal skills, with the ability to interact with clients, colleagues, and business contacts.
  • Ability to investigate, research, and resolve problems or concerns, maintaining a high level of professionalism.
  • Ability to maintain confidentiality, handling sensitive client information with discretion.
  • Ability to make rule-based and analytical decisions, prioritizing tasks and managing multiple responsibilities.
  • Ability to organize, prioritize, and handle multiple tasks, meeting deadlines and delivering high-quality results.
  • Ability to pay close attention to detail, working under pressure and maintaining a high level of accuracy.
  • Ability to take complete and accurate notes, maintaining a high level of organization and attention to detail.
  • Ability to operate various office equipment, including personal computers, fax machines, copiers, and other technology.
  • Ability to utilize various software packages, including Microsoft Office and Outlook.
  • Ability to use internet browsers, accessing relevant information and resources.
  • Excellent communication, interpersonal, organizational, and presentation skills, with the ability to work effectively in a team environment.

About Hibernia Wealth Management:

We believe that trust, expertise, and teamwork are the keys to creating a solid wealth management plan. Whether you're an individual needing customized investment advice or a business owner looking for financial planning, we use a holistic approach to get to know you and fully understand your long-term goals before creating a comprehensive financial plan that addresses your needs.

We are dedicated to building trusted partnerships with our clients, so they can build wealth and be confident in their financial future. We offer a multi-custodial approach with LPL Financial and Charles Schwab, enabling our team to customize a plan that is truly tailored to you.

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